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February Portfolio Review
An overview of Idea Hive portfolio positions
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Easy Bet On Sale
Lifeway Foods will be sold to Danone over the coming months
Mar 25
16
February Links Roundup
A collection of interesting write-ups and podcasts
Mar 3
13
Exploring the Quantum Computing Industry
Bubble or investment opportunity?
Feb 20
10
4
Cheap, Well-Managed O&G Producer on the Cusp of an Inflection
Revealing my latest portfolio addition
Feb 12
23
1
January Portfolio Review
An overview of Idea Hive portfolio positions
Feb 5
12
5
High-Quality SaaS Business at a Discount
Revealing a new portfolio idea
Feb 4
34
7
2024 Review
Recapping the past year for the Idea Hive blog and portfolio
Jan 3
23
2
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